account_balance

Investment manager · 13F filer · SEC CIK 1667074

TRUE Private Wealth Advisors

Reported value$1.18Bas of Sep 30, 2026
Positions289 29 new, 23 sold out
Top 10 weight36.1%IXUS alone is 7%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IXUS iShares Tr 7.1% Held
EMXC iShares Inc 4.2% Held
IEUR iShares Tr 3.4% Held
EWJ iShares Inc 3.3% Added +2%
SOXX iShares Tr 3.3% Held
IBTJ iShares Tr 3.1% Held
RSP Invesco Exchange Traded Fd T 3.0% Held
IBIE iShares Tr 2.9% Added +2%
IBIG iShares Tr 2.9% Added +2%
IBTL iShares Tr 2.9% Added +2%
SMIZ Zacks Trust 2.7% Held
AAPL Apple Inc. 2.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 23, 2026 filing
add_circleNew
  • IYH $7.18M
  • XOM $5.47M
  • CIBR $2.28M
  • DELL $1.58M
arrow_upwardAdded
arrow_downwardTrimmed
  • NVDL −49%
  • TECL −42%
  • GOOG −18%
  • MU −7%
remove_circleSold out
  • WDC $2.94M
  • ROBO $2.23M
  • SDY $1.84M
  • ARM $996K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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